WHITELY PENN LLP

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

509

Total plan assets

$116.9M

Filings (rows)

Direct comp

$44K

Indirect comp

SERVICES PROVIDED

Accountant / Auditor2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
TACENERGY, LLC TAC RETIREMENT PLAN	TEXARKANA, TX	Accountant / Auditor ACCOUNTANT	353	$60.2M	$26K
TACENERGY, LLC TAC RETIREMENT PLAN	TEXARKANA, TX	Accountant / Auditor ACCOUNTANT	156	$56.7M	$18K